Excel for Accounting Professionals Session 7: Date-Driven Workbooks and Concatenation

Realistic Excel training for skill development

Shifting from manual inputs to automated formulas in Excel can help enhance data efficiency. Understanding that Excel can handle date and text values broadens the potential to improve efficiency when managing data in Excel.

This webcast will focus on the following essential functions:

- EOMONTH

- MONTH and YEAR

- DATE

- CONCAT

- SUMIFS with CONCAT

Practical hands-on Excel learning exercises taught by a highly engaging expert

In this webcast, you’ll develop your skills and implement Excel techniques that will boost the effectiveness of conditional summing functions using comparison operators. Additionally, you’ll gain in-depth knowledge of the following:

- Adding helper columns

- Distinguishing key function differences

- Combining values

*Session 7 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching [Session 8: Dynamic headers, mapping tables and error check] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-8--dynamic-headers-mapping-tables-and-error-check) to further prepare to tackle real-world issues and build powerful workbooks.*

Learning Objectives:

- Determine the last day of the month with the EOMONTH function.

- Use the MONTH and YEAR functions.

- Use your own date with DATE function.

- Use the CONCAT function.

- Apply the use of SUMIFS with CONCAT.

Who will benefit:

Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.